Billable Time

The Billable Time tab in Manager is designed for businesses that charge clients based on the time spent on specific tasks or projects. This feature allows you to record the hours worked with detailed descriptions and assign them to customers. These entries can then be easily converted into invoices.

Creating New Billable Time

To create a new billable time entry, click on the New Billable Time button.

When you log new billable hours, they will automatically be marked as Uninvoiced.

Invoicing Billable Time

To invoice uninvoiced billable time:

1. Navigate to the Customers tab.
2. Click on the amount shown in the Uninvoiced column next to the relevant customer.
3. Create a new sales invoice by selecting New Sales Invoice for the uninvoiced billable time.

See the Customers guide for more information.

Writing Off Billable Time

If you decide not to invoice certain billable time entries, you can write them off. To do this:

1. Click the Edit button on the billable time entry.
2. Change the Status field to Written Off.
3. Select the date it was written off.

This action ensures your balance sheet report figures remain accurate. Recording billable time increases your billable time asset, and it decreases when the time is either written off or invoiced.

Billable Time Columns

The Billable Time tab includes several columns:

• Date: The date of the billable time entry.
• Customer: The name of the customer to whom this billable time is charged.
• Description: A detailed explanation of the billable time.
• Time Spent: The amount of time invested in the task or project.
• Division: The division associated with the billable time, if applicable.
• Amount: The monetary value calculated by multiplying the time spent by the hourly rate.
• Status: The current status of the billable time entry.

Understanding Status

The Status of billable time can fall into one of three categories:

• Uninvoiced: The billable time has not yet been linked to a sales invoice and has not been billed.
• Invoiced: The billable time has been included in a sales invoice and has been billed.
• Written Off: The billable time will not be invoiced and is considered a write-off.

Customizing Displayed Columns

You can customize which columns are displayed in the Billable Time tab by clicking on the Edit Columns button.

See the Edit Columns guide for more information.

Using Advanced Queries

Utilize Advanced Queries to filter, sort, and group your billable time entries. For example, you can organize uninvoiced billable hours by customer:

See the Advanced Queries guide for more information.

Adding Custom Fields

Some businesses may need to capture additional information about billable items. For instance, you can create a custom field to record the name of the staff member involved.

See the Custom Fields guide for more information.

Adding custom fields enhances your reporting capabilities, allowing you to filter or group your billable time by additional criteria such as staff member.